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| Additional information |
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| Cornerstone Financial Strategies, LLC |
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Overview:
Cornerstone Financial Strategies, LLC is an independent financial planning and consulting firm. Our office is located in beautiful historic Summerville, South Carolina.
At Cornerstone Financial Strategies, LLC, we specialize in total financial planning for families, business executives, military and government personnel. Our company is an exclusive group of Certified Financial Planners and Associates who provide complete and objective investment advice to our clients.
Through our programs and services, we advise our clients on the problems caused by inflation, taxes, and money mismanagement - all vital issues in today's rapidly changing economic times. We focus on alternative solutions and provide recommendations designed to achieve financial success for our clients.
Our approach to the problems of today's economy is unique. We apply sound financial principles and techniques that are designed specifically for each client. We do not represent any one company, but instead represent our clients to the marketplace - providing solutions that are both objective and comprehensive. Our clients' personal goals always come first!
At Cornerstone Financial Strategies, LLC we offer independent financial planning and advice in the following key areas: investment planning, risk management, college funding, retirement planning, and estate conservation.
Attaining true wealth is not just striving for more material possessions. It's being able to support and protect the values that are important to you. Today, you can stay true to beliefs and values you hold dear.
We Offer The Following Services:
Financial Planning and consulting for Individuals, Families and Small Businesses
Annual Review Meetings to monitor your plan and make adjustments, if needed
Special Review Meetings any time life changes dictate a review is needed
Investments (Mutual Funds, Annuities, Stocks, Bonds, Partnerships, REITS, etc.)
Insurance Services (Life, Health, Disability, Long Term Care, Business, etc.)
Estate Planning
Tax Planning and Strategies
Small Business Retirement Plans
Coordination with your other advisors (CPA, Attorney, Tax Preparer)
Free Seminars for Financial Security
On Call Status (call any time you have questions about financial matters) |
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| Toll Free:
+1 888 875 2133 |
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